Explore ready-to-use n8n automation templates from Automated Intelligent Solutions. Streamline document drafting, invoice automation, data processing, client intake, reporting, email workflows, and other business processes with customizable templates built to save time, reduce manual work, and improve operational efficiency.
These workflows can be downloaded and installed on your instance of n8n. (Image boxes below link to n8n Template page.)
Deploy a fully conversational AI chatbot directly on your website that answers visitor questions in real time. Built on an n8n AI agent with persistent chat memory, the bot handles multi-turn conversations, serves a branded welcome message on first load, and silently emails a notification to your team when a visitor requests follow-up contact — all without any human intervention.
Automate the full lifecycle of attorney billing by monitoring an email inbox for incoming timesheet attachments in PDF or Word format. When an attachment is detected, an AI agent extracts all time entries, identifies the sending attorney, and looks up the next available invoice number from a SharePoint Excel log. The workflow then simultaneously generates outputs — a LEDES file, a branded PDF invoice (rendered via Gotenberg), and a running Excel time-entry log — sent back to the sender via Outlook. No manual data entry, no formatting work; just attach a timesheet and receive invoice-ready files.
Eliminate the back-and-forth of manual proposal writing by automating the generation of branded, client-ready project proposals. A webhook or form submission triggers the workflow, which pulls service and pricing data from a SharePoint Excel list, passes it to an AI drafting agent, and renders a polished PDF via Gotenberg. The finished proposal is emailed to the client and logged in SharePoint, giving your team a complete record of every engagement from the moment of first contact.
Transform any existing document — contract, NDA, lease, proposal, invoice — into a reusable fill-in-the-blank template with a single upload. The workflow accepts a PDF or DOCX via webhook, uses an AI agent to identify the document type and the variable fields that type of document typically contains (party names, dates, amounts, addresses), and returns a clean template with clearly labeled placeholders. This is especially useful for teams that maintain a library of frequently reused documents and want to standardize without starting from scratch.
Streamline inbound lead qualification by automatically processing new contact form submissions and sales inquiries. The workflow captures lead data via a webhook form, runs an AI screening pass to classify the inquiry type and assess fit against configurable criteria, logs the result to SharePoint Excel, and routes the lead — either triggering an automated response, escalating to a team member via Outlook, or suppressing low-quality submissions. This gives small sales teams a structured first filter so they spend time only on qualified opportunities.
Publish a steady stream of SEO-optimized WordPress articles without manual writing or scheduling. On a weekly trigger, the workflow pulls a queued topic from a SharePoint list, passes it to a GPT-4.1 writing agent to produce a full-length article with inline image prompts, generates a featured hero image via Gemini and uploads it to WordPress media, creates the WordPress draft with the featured image attached, marks the topic as published in SharePoint, and sends a completion notification email. Everything from topic selection to draft creation runs hands-free.
Turn your existing WordPress blog into a weekly email digest with no manual curation required. The workflow runs on a schedule, fetches your most recent published posts via the WordPress REST API (including author names and featured images), passes them to GPT for AI-written summaries, assembles a polished HTML email, and delivers it to a subscriber list via Gmail. The entire pipeline — post retrieval, summarization, layout, and send — requires no intervention once configured. If you publish to WordPress regularly, this workflow surfaces that content to your audience automatically.
Never miss a regulatory notification deadline with an automated workflow that identifies affected parties, applies jurisdiction-specific requirements, and dispatches properly formatted notices — all without manual intervention. Triggered by a form submission or upstream workflow, it compiles recipient lists, generates notice content, and delivers email notifications with supporting documentation. Data breach response is a natural fit — automatically mapping impacted individuals against applicable state notification windows and firing notices before deadlines expire — but the same pattern applies to any compliance obligation that requires documented, timely outreach to a defined group of recipients.
Generate draft internal policies on demand without starting from a blank page. The workflow accepts a policy type or topic as input — acceptable use, remote work, data handling, expense reimbursement, or any other subject — feeds it to an AI drafting agent with your organization's context and tone preferences, and returns a structured, ready-to-review policy document. Output can be delivered as a Word document, PDF, or email draft, making it easy to route to the appropriate stakeholder for review and approval. Particularly useful for growing teams that need to formalize practices quickly without engaging outside counsel for every internal document.
Generate on-demand competitive and market intelligence reports without hours of manual research. The workflow accepts a company name or market segment as input, triggers a multi-source web research pass using an AI agent with live search access, synthesizes findings into a structured report covering market trends, competitor activity, and relevant news, and delivers the output as a formatted PDF or email. Designed for sales teams and consultants who need timely, actionable intelligence before client calls or new business pitches.
Route, triage, and respond to incoming support requests without manual inbox monitoring. The workflow monitors a Microsoft 365 inbox for inbound support emails, uses AI to classify the request type (technical, billing, general inquiry), checks SharePoint for relevant context or prior cases, drafts an appropriate response or escalation action, and logs the ticket to a tracking list. Built on Microsoft infrastructure (Outlook, SharePoint, Graph API), it integrates cleanly into teams already running on M365 with no additional tooling required.
Eliminate the cognitive load of manual email triage by automating the processing of a general information inbox. The workflow monitors an Outlook mailbox, uses an AI classifier to determine the message category (sales inquiry, support request, internal, spam), routes each email to the appropriate handler or team member, logs every message to a SharePoint Excel tracker, and sends automated acknowledgment replies where appropriate. With 60 nodes handling parallel routing paths, this is a production-grade inbox automation suitable for teams receiving high volumes of mixed-intent email.
Give your team an always-on internal assistant that can answer questions, retrieve relevant documentation, and handle routine administrative requests without escalating to a human. Built on a Retrieval-Augmented Generation (RAG) architecture backed by Pinecone vector storage, the agent searches your own knowledge base before responding — so answers reflect your actual policies, procedures, and resources rather than generic model output. Ideal for small practices or teams that want to reduce time spent answering repetitive internal questions.
Stay ahead of the threat landscape with an automated cybersecurity news digest delivered on a regular schedule. The workflow aggregates cybersecurity news, vulnerability disclosures, and threat intelligence from multiple RSS and web sources, uses AI to curate and summarize the most relevant items for a small business audience, assembles a branded HTML email digest, and delivers it to a configured recipient list. No security team required — just a scheduled, readable briefing on what's new and what poses a risk to your operations.
Automatically aggregate sports news for any configurable team or topic — college, NFL, or otherwise — and deliver a branded HTML newsletter on a set schedule. The workflow pulls content from Reddit, Google News, Yahoo Sports, NCAA.com, and BBC Sport in parallel, deduplicates and ranks stories by relevance, passes the top items to GPT for AI-written summaries, builds a fully formatted HTML email digest, and sends it via Outlook or Gmail. Drop in your team name and subscriber list; the workflow handles the rest every week.
Automate the processing of incoming vendor invoices received via email. The workflow monitors a Microsoft 365 inbox for invoice attachments, uses an AI agent to extract key fields (vendor name, invoice number, line items, amounts, due dates) from PDFs or Word documents, validates the extracted data, logs it to a SharePoint Excel ledger, and optionally sends a confirmation or escalation email. Built for small business finance teams and operations managers who receive invoices from multiple vendors and need a structured, auditable intake process without manual data entry.
At Relevant Data Technologies, we specialize in harnessing the power of technology to uncover crucial evidence and insights for your legal matters. As a leading eDiscovery company, we offer comprehensive solutions tailored to meet the unique needs of legal professionals, corporations, and government agencies.
At legalGPTs, we bridge the gap between cutting-edge AI technology and the practical needs of legal professionals. Our team of legal technology experts helps law firms and corporate legal departments implement custom AI solutions that streamline workflows, enhance decision-making, and deliver measurable ROI.
Every organization’s needs are unique. Contact us today to schedule an initial
consultation where we can discuss your specific challenges and opportunities. Our team is ready to help you navigate the technology landscape and identify the solutions that will deliver the greatest value for your business.
Monday-Friday: 8:30 AM – 5:30 PM
Central Time